Wharton Business Group, LLC holdings history

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345 is the total number of securities Wharton Business Group, LLC has owned. The longest Wharton Business Group, LLC has owned a single stock is 42 quarters.

Wharton Business Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
XLK TECHNOLOGY SELECT SECT...42422.15%4.10%6.40%Q2 2013Q3 202342
KBE SPDR S&P BANK ETF IV42420.33%2.03%5.10%Q2 2013Q3 202342
JPM JPMORGAN CHASE & CO42420.10%0.97%2.78%Q2 2013Q3 202342
CSCO CISCO SYSTEMS INC42420.02%0.90%1.80%Q2 2013Q3 202342
XPH SPDR S&P PHARMACEUTICA...42420.10%0.61%1.36%Q2 2013Q3 202342
ORCL ORACLE CORPORATION42420.02%0.34%1.92%Q2 2013Q3 202342
CHIQ GLOBAL X FDS42420.11%0.29%0.46%Q2 2013Q3 202342
VHT VANGUARD WORLD FDS42420.08%0.24%0.43%Q2 2013Q3 202342
XLF SELECT STR FINANCIAL ...42420.09%0.21%0.78%Q2 2013Q3 202342
MPB MID PENN BANCORP INC42420.02%0.07%0.14%Q2 2013Q3 202342
BDJ BLACKROCK ENHANCED EQU...42420.01%0.07%0.11%Q2 2013Q3 202342
ISSC INNOVATIVE SOLUTIONS &...42420.00%0.01%0.02%Q2 2013Q3 202342
AAPL APPLE INC3380.83%3.30%6.36%Q2 2013Q3 202341
PFF ISHARES U.S. PREFERRED...3380.78%3.11%6.56%Q2 2013Q3 202341
OEF ISHARES TR S&P 100 INDEX3380.31%2.62%27.79%Q2 2013Q3 202341
VYM VANGUARD WHITEHALL FUNDS3380.38%1.85%4.22%Q2 2013Q3 202341
EWH ISHARES MSCI HONG KONG...3380.64%1.26%1.91%Q2 2013Q3 202341
IHI ISHARES US MEDICAL ...3380.08%1.14%2.42%Q2 2013Q3 202341
INTC INTEL CORPORATION3380.03%0.86%1.76%Q2 2013Q3 202341
EPP ISHARES MSCI PACIFIC E...3380.02%0.79%3.10%Q2 2013Q3 202341
GS GOLDMAN SACHS GROUP INC27140.09%0.74%2.09%Q2 2013Q3 202341
VIG VANGUARD SPECIALIZED F...3380.15%0.52%1.25%Q2 2013Q3 202341
CAT CATERPILLAR INC DEL3380.02%0.50%1.92%Q2 2013Q3 202341
EMB ISHARES TRUST ETF3380.20%0.35%0.60%Q2 2013Q3 202341
MSFT MICROSOFT CORP3380.03%0.34%0.54%Q2 2013Q3 202341
FXI ISHARES TR3380.06%0.25%0.50%Q2 2013Q3 202341
LMT LOCKHEED MARTIN CORP3380.04%0.18%1.08%Q2 2013Q3 202341
ILCG ISHARES TR3380.02%0.12%1.03%Q2 2013Q3 202341
JNJ JOHNSON & JOHNSON3380.06%0.10%0.19%Q2 2013Q3 202341
QSY WSDMTRE US QULTY SHRHL...3290.02%0.03%0.04%Q2 2013Q3 202341
VWO VANGUARD INTL EQUITY I...3280.93%2.46%5.95%Q2 2013Q3 202340
VEU VANGUARD INTL EQUITY I...3280.19%1.92%3.16%Q2 2013Q3 202340
VBR VANGUARD SMALL CAP VAL...3280.03%1.06%2.96%Q2 2013Q3 202340
MS MORGAN STANLEY2750.02%0.05%0.10%Q2 2013Q3 202340
BAC BK OF AMERICA CORP3180.02%0.18%0.54%Q4 2013Q3 202339
XOM EXXON MOBIL CORPORATION2710.02%0.11%0.24%Q2 2013Q3 202339
STBA S & T BANCORP INC2920.02%0.05%0.08%Q3 2013Q3 202339
PNC PNC FINL SVCS GROUP INC3080.02%0.03%0.04%Q1 2014Q3 202338
EEMA ISHARES MSCI EMERGING ...2980.60%2.49%4.21%Q2 2014Q3 202337
CVX CHEVRON CORPORATION2720.02%0.37%1.38%Q2 2013Q3 202337
CMI CUMMINS INC2040.02%0.77%3.12%Q2 2013Q3 202336
XLI SELECT SECTOR SPDR TR35350.10%0.66%2.61%Q1 2015Q3 202335
COP CONOCOPHILLIPS2690.01%0.36%1.54%Q2 2013Q3 202335
IEMG ISHARES INC34340.03%6.63%11.34%Q2 2015Q3 202334
HDV ISHARES TR CORE HIGH3310.84%2.83%7.96%Q1 2015Q3 202334
IHF ISHARES US HEALTHCARE ...2680.41%1.30%2.06%Q1 2015Q3 202334
MCD MCDONALDS CORP1880.03%0.05%0.36%Q3 2014Q3 202334
EEMV ISHR EDG MSCI MIN VOL1960.03%2.93%5.57%Q2 2013Q3 202333
XLE SELECT SECTOR SPDR TR3010.01%2.19%4.08%Q2 2013Q1 202333
HEEM ISHARES INC33330.05%1.77%6.00%Q3 2015Q3 202333
IWY ISHARES TR2481.25%2.07%2.84%Q3 2015Q3 202332
IEFA ISHARES TR32320.02%1.65%5.55%Q4 2015Q3 202332
GOOGL ALPHABET INC. CLASS A32320.18%0.39%0.63%Q4 2015Q3 202332
GOOG ALPHABET INC. CLASS C32320.02%0.11%0.22%Q4 2015Q3 202332
IVV ISHARES TR2380.05%4.56%6.37%Q4 2015Q3 202331
HEFA ISHARES TR31310.75%2.28%4.12%Q3 2015Q1 202331
EEM ISHARES TR3010.02%0.40%2.96%Q2 2013Q4 202131
IDV ISHARES TR INTL1670.03%0.06%0.16%Q2 2013Q3 202331
RIVE RIVERVIEW FINL CORP NEW2830.01%0.02%0.03%Q4 2013Q3 202131
XLV SELECT SECTOR SPDR TR30300.06%2.13%3.17%Q2 2016Q3 202330
DIS WALT DISNEY CO1910.01%0.02%0.04%Q2 2015Q3 202329
VLUE ISHARES TR2710.03%3.61%7.72%Q3 2016Q3 202328
AMLP ALPS TRUST ETF28280.19%0.67%2.33%Q2 2013Q1 202028
QUAL ISHARS EDG MSCI USA QL...27274.20%8.94%15.15%Q1 2017Q3 202327
SON SONOCO PRODUCTS CO2520.02%0.83%1.56%Q4 2013Q3 202027
SPY SPDR S&P 500 ETF TR27270.04%0.10%0.19%Q2 2016Q4 202227
BLK BLACKROCK INC1410.02%0.05%0.22%Q2 2013Q3 202327
DHR DANAHER CORPORATION1310.01%0.04%0.05%Q2 2015Q3 202327
EMCG WISDOMTREE TR ETF26260.20%0.34%0.58%Q4 2013Q1 202026
EFG ISHARES TR26260.02%0.11%0.31%Q2 2013Q3 201926
PG PROCTER & GAMBLE CO1880.04%0.05%0.06%Q1 2017Q3 202326
PEP PEPSICO INCORPORATED1880.02%0.04%0.06%Q1 2017Q3 202326
PFE PFIZER INCORPORATED1880.02%0.04%0.05%Q1 2017Q3 202326
MMM 3M COMPANY26260.01%0.03%0.05%Q1 2017Q2 202326
FCF FIRST COMWLTH FINL COR...1880.01%0.02%0.04%Q4 2016Q3 202326
IBM INTL BUSINESS MACHINES2210.02%0.43%1.22%Q2 2013Q3 201924
DGRW WISDOMTREE US QLT DIV ...1590.03%0.04%0.06%Q3 2017Q3 202324
UNH UNITEDHEALTH GRP INC24240.02%0.03%0.04%Q4 2017Q3 202324
USMV ISHARES TR1210.20%1.00%2.62%Q2 2014Q3 202323
MCHI ISHARES TR1810.02%0.92%1.23%Q4 2014Q3 202323
AMZN AMAZON.COM INC1580.02%0.09%0.19%Q4 2017Q3 202323
KBWB INVESCO KBW BANK ETF22222.13%4.72%7.40%Q2 2018Q3 202322
PWV INVESCO EXCHANGE TRADE...22220.53%1.26%2.20%Q2 2018Q3 202322
PRF INVESCO FTSE RAFI US ...22220.86%1.23%1.56%Q2 2018Q3 202322
PWB INVESCO EXCHANGE TRADE...22220.59%0.91%1.30%Q2 2018Q3 202322
GM GENERAL MTRS CO2110.02%0.72%1.83%Q1 2014Q3 202322
WFC WELLS FARGO CO NEW1570.02%0.27%0.53%Q4 2013Q3 202322
C CITIGROUP INC NEW1220.03%0.09%0.13%Q4 2013Q3 202322
BK BANK OF NY MELLON CO1320.01%0.04%0.07%Q4 2016Q3 202322
IBB ISHARES TR610.02%0.03%0.06%Q2 2013Q2 202122
PBE INVESCO EXCHANGE TRADE...22220.01%0.03%0.06%Q2 2018Q3 202322
PAYX PAYCHEX INC810.02%0.09%0.83%Q2 2014Q3 202321
KBWB POWERSHARES KBW BANK ...20200.72%4.06%7.60%Q2 2013Q1 201820
PWV POWERSHS EXCH TRAD FD TR20200.88%1.95%2.88%Q2 2013Q1 201820
PWB POWERSHS EXCH TRAD FD TR20200.82%1.51%3.24%Q2 2013Q1 201820
PSCT POWERSHARES S&P SMALL ...20200.10%0.26%0.60%Q2 2013Q1 201820
PBE POWERSHS EXCH TRAD FD TR20200.05%0.08%0.12%Q2 2013Q1 201820
PXLG POWERSHARES RSSL TP 20...20200.03%0.08%0.16%Q2 2013Q1 201820
ABBV ABBVIE INC19190.16%0.39%0.59%Q2 2013Q4 201719
SYK STRYKER CORP19190.06%0.14%0.22%Q2 2013Q4 201719
GE GENERAL ELECTRIC COMPANY19190.02%0.08%0.29%Q2 2013Q4 201719
ECON COLUMBIA ETF TR II19190.02%0.08%0.15%Q4 2016Q2 202119
PSCT INVESCO S&P SMALLCAP ...910.01%0.05%0.11%Q2 2018Q3 202319
PGF POWERSHS EXCH TRAD FD TR18180.08%0.32%0.73%Q4 2013Q1 201818
VDE VANGUARD WORLD FDS18180.02%0.12%0.26%Q4 2014Q1 201918
UNP UNION PACIFIC CORP1160.02%0.63%1.70%Q2 2013Q3 202317
XES SPDR S&P OIL & GAS EQUIP17170.06%0.56%2.48%Q2 2013Q2 201717
REZ ISHARES RES REAL ESTATE17170.04%0.43%2.24%Q2 2013Q2 201717
CI THE CIGNA GROUP980.02%0.03%0.03%Q2 2019Q3 202317
EFAV ISHARES TR16163.50%6.24%8.20%Q4 2019Q3 202316
PRF POWERSHS EXCH TRAD FD TR16160.90%1.77%2.53%Q2 2014Q1 201816
FHI FEDERATED INVS PA CL B16160.03%0.34%0.95%Q2 2013Q1 201716
ADBE ADOBE SYSTEMS INCORPOR...16160.03%0.07%0.12%Q4 2019Q3 202316
FB META PLATFORMS INC16160.02%0.05%0.09%Q4 2019Q3 202316
ICE INTERCONTINENTAL EXCHA...16160.02%0.03%0.05%Q4 2019Q3 202316
NANOVIRICIDES INC880.00%0.00%0.01%Q3 2019Q3 202316
DOW DOW CHEMICAL COMPANY15150.06%0.87%1.97%Q4 2013Q2 201715
STO STATOIL ASA F960.05%0.11%0.22%Q2 2013Q1 201715
PSX PHILLIPS 6615150.03%0.10%0.20%Q2 2013Q4 201615
INTU INTUIT870.02%0.03%0.05%Q4 2019Q3 202315
JETS US GLOBAL JETS ETF ETF1410.02%0.03%0.03%Q1 2016Q4 201915
ACN ACCENTURE PLC IRELAND1410.02%0.03%0.04%Q4 2019Q3 202315
TXN TEXAS INSTRS INC870.02%0.03%0.04%Q4 2019Q3 202315
ADSK AUTODESK INC870.02%0.03%0.05%Q4 2019Q3 202315
AMGN AMGEN INC870.02%0.02%0.04%Q4 2019Q3 202315
SPGP INVESCO RUSSELL TOP 20...870.01%0.02%0.03%Q2 2018Q3 202315
MA MASTERCARD INCORPORATED1410.01%0.02%0.03%Q4 2019Q3 202315
CINF CINCINNATI FINL CORP830.01%0.02%0.03%Q1 2019Q3 202315
VTV VANGUARD INDEX FDS810.01%0.02%0.02%Q3 2018Q3 202315
EWS ISHARES MSCI SINGAPORE14140.30%0.87%2.07%Q2 2013Q3 201614
IHAK ISHARES TR14140.28%0.44%0.79%Q2 2020Q3 202314
IRBO ISHARES TR14140.24%0.39%0.73%Q2 2020Q3 202314
IDNA ISHARES TR14140.07%0.39%0.83%Q2 2020Q3 202314
IGSB ISHARES TR860.20%0.29%0.38%Q1 2020Q3 202314
UPS UNITED PARCEL SRVC820.02%0.12%0.29%Q3 2015Q3 202314
BABA ALIBABA GROUP HLDG LTD14140.02%0.06%0.12%Q4 2019Q1 202314
EBS EMERGENT BIOSOLUTIONS14140.03%0.05%0.09%Q3 2014Q4 201714
NNVC NANOVIRICIDES INC14140.01%0.04%0.09%Q1 2016Q2 201914
NVDA NVIDIA CORPORATION14140.02%0.03%0.05%Q2 2020Q3 202314
BRKB BERKSHIRE HATHAWAY INC...850.58%1.23%1.59%Q2 2020Q3 202313
STX SEAGATE TECHNOLOGY PLC F13130.02%0.79%1.22%Q2 2014Q2 201713
EWS ISHARES MSCI SINGAPORE...13130.37%0.41%0.45%Q4 2016Q4 201913
HES HESS CORPORATION940.13%0.38%0.74%Q2 2013Q1 201713
GPC GENUINE PARTS CO13130.06%0.20%0.28%Q2 2013Q2 201613
MRK MERCK & CO INC NEW1030.02%0.14%0.23%Q2 2013Q1 202113
TEVA TEVA PHARM INDS LTD F13130.05%0.06%0.08%Q2 2013Q2 201613
VONG VANGUARD SCOTTSDALE FDS940.02%0.03%0.04%Q2 2020Q3 202313
IVW ISHARES TR850.02%0.02%0.02%Q2 2020Q3 202313
OIH MKT VECTORS OIL SERVICES12120.06%0.32%0.68%Q2 2013Q1 201612
HAL HALLIBURTON CO HLDG CO12120.02%0.31%0.63%Q3 2014Q2 201712
IWF ISHARES TR840.04%0.15%0.22%Q3 2020Q3 202312
JOY JOY GLOBAL INC12120.02%0.12%0.26%Q2 2013Q1 201612
PYPL PAYPAL HLDGS INC12120.02%0.08%0.17%Q2 2020Q1 202312
SSO PROSHARES ULTRA S&P 50012120.04%0.05%0.06%Q2 2013Q1 201612
CGNX COGNEX CORP840.02%0.04%0.10%Q3 2020Q3 202312
VUG VANGUARD INDEX FDS12120.02%0.03%0.04%Q3 2017Q2 202012
T A T & T INC1110.01%0.03%0.03%Q2 2014Q4 201712
BBRC EGSHARES ETF11111.01%3.10%4.15%Q1 2014Q3 201611
LYB LYONDELLBASELL INDS F11110.02%1.16%1.72%Q4 2014Q2 201711
EXI ISHARES TR830.52%1.06%1.69%Q4 2020Q3 202311
MOO MARKET VECTORS ETF TRUST740.03%0.85%1.92%Q2 2013Q1 201611
CNQ CANADIAN NATURAL RES F11110.44%0.67%1.22%Q2 2013Q4 201511
DE DEERE & CO11110.19%0.57%1.00%Q2 2013Q4 201511
CNI CANADIAN NATL RY CO F11110.02%0.57%1.46%Q2 2013Q4 201511
WEC W E C ENERGY GROUP I11110.12%0.25%0.31%Q2 2015Q4 201711
CSX CSX CORP1010.02%0.21%0.35%Q2 2013Q3 202311
EMR EMERSON ELECTRIC CO830.02%0.19%0.90%Q2 2013Q4 201611
XVV ISHARES TR11110.06%0.15%0.22%Q1 2021Q3 202311
GOOGL GOOGLE INC CLASS A VTG11110.04%0.13%0.21%Q2 2013Q4 201511
DD DU PONT E I DE NEMOUR&CO810.02%0.05%0.16%Q2 2013Q2 201711
VZ VERIZON COMMUNICATN11110.02%0.04%0.08%Q2 2014Q4 201611
PXQ POWERSHS EXCH TRAD FD TR11110.02%0.03%0.05%Q2 2013Q4 201511
BBRC COLUMBIA ETF TR II10100.38%2.76%3.80%Q4 2016Q1 201910
PXLV POWERSHARES RSL TP 20010101.08%1.42%1.72%Q2 2014Q3 201610
NOV NATIONAL OILWELL VARCO10100.02%0.51%1.04%Q2 2013Q3 201510
RSP INVESCO EXCHANGE TRADE...10100.02%0.49%1.84%Q2 2021Q3 202310
CNYA ISHARES TR10100.06%0.30%0.76%Q2 2021Q3 202310
WRK WESTROCK CO640.22%0.28%0.37%Q4 2015Q3 202310
APA APACHE CORP10100.14%0.24%0.39%Q1 2015Q2 201710
SMH MKT VECTORS SEMICONDUCTR10100.08%0.18%0.27%Q2 2013Q3 201510
BP BP PLC F10100.07%0.13%0.20%Q1 2015Q2 201710
SMLF ISHARES TR10100.02%0.09%0.11%Q2 2021Q3 202310
SIZE ISHARES TR10100.02%0.09%0.11%Q2 2021Q3 202310
XT ISHARES TR10100.03%0.09%0.12%Q2 2021Q3 202310
FDX FEDEX CORP10100.02%0.09%0.26%Q2 2021Q3 202310
ASML ASML HOLDING N V10100.02%0.07%0.13%Q2 2021Q3 202310
NFLX NETFLIX INC10100.03%0.04%0.04%Q1 2018Q2 202010
SNMX SENOMYX INC640.00%0.01%0.02%Q1 2016Q3 201810
VUSB VANGUARD BD INDEX FDS995.78%13.26%20.30%Q3 2021Q3 20239
AMJ JP MORGAN EXCH TRADED NT990.45%1.97%3.40%Q2 2013Q2 20159
MLPA GLOBAL X MLP ETF990.04%0.75%2.00%Q2 2013Q2 20159
EWY ISHARES MSCI SOUTH KOREA990.21%0.33%0.44%Q2 2013Q2 20159
PSCE POWERSHARES S&P SMALLCA990.01%0.27%0.52%Q2 2013Q2 20159
DOO WISDOMTREE INTL DIV990.02%0.03%0.04%Q2 2013Q2 20159
QQQ INVESCO QQQ TRUST610.01%0.03%0.04%Q2 2018Q4 20219
ROM PROSHARES ULTRA TECH990.02%0.02%0.03%Q2 2014Q2 20169
CMCSA COMCAST CORPORATION420.02%0.02%0.03%Q2 2016Q3 20219
PTF PWRSHRS DWA TECHNOLOGY990.01%0.02%0.03%Q2 2013Q2 20159
SUSQ SUSQUEHANNA BANCSHRS INC990.02%0.02%0.02%Q2 2013Q2 20159
WELL WELLTOWER INC420.01%0.02%0.02%Q2 2019Q3 20239
PGNPQ PARAGON OFFSHORE PLC F810.00%0.00%0.02%Q3 2014Q1 20179
DEM WISDOMTREE EMERGING MKTS880.15%2.33%3.87%Q2 2013Q1 20158
EWZ ISHARES MSCI BRAZIL INDX880.04%0.57%2.05%Q2 2013Q1 20158
FAX ABERDEEN ASIA PAC INCM880.02%0.44%0.94%Q2 2013Q1 20158
MYL MYLAN INC880.04%0.31%0.48%Q2 2013Q1 20158
AGN ALLERGAN PLC F880.03%0.31%0.56%Q3 2015Q2 20178
LEMB ISHARES ETF880.19%0.27%0.38%Q2 2013Q1 20158
SYY SYSCO CORPORATION880.04%0.25%0.65%Q2 2013Q1 20158
WEC WISCONSIN EGY CP HLDG CO880.16%0.18%0.21%Q2 2013Q1 20158
QCOM QUALCOMM INC410.02%0.15%1.00%Q3 2015Q1 20218
LO LORILLARD INC880.02%0.12%0.39%Q2 2013Q1 20158
SU SUNCOR ENERGY INC NEW F620.05%0.07%0.10%Q2 2013Q3 20178
MGV VANGUARD WORLD FD880.02%0.03%0.04%Q4 2021Q3 20238
CME CME GROUP INC CL A880.02%0.02%0.03%Q2 2013Q1 20158
IP INTERNATIONAL PAPER770.58%1.13%1.41%Q2 2015Q4 20167
ILF ISHARES TR S&P LATN AMER770.02%0.48%0.86%Q2 2013Q4 20147
NORW GLOBAL X NORWAY ETF770.13%0.41%0.62%Q2 2013Q4 20147
FCX FREEPORT MCMORAN INC770.02%0.37%0.82%Q2 2013Q4 20147
GLD SPDR GOLD TRUST770.04%0.32%1.22%Q2 2013Q4 20147
GOOG GOOGLE INC CL C NON VTG770.04%0.29%0.81%Q2 2014Q4 20157
FXA RYDEX ETF TRUST430.02%0.28%1.33%Q2 2013Q4 20167
AGU AGRIUM INC F770.12%0.27%0.57%Q2 2013Q4 20147
MYL MYLAN NV F770.11%0.22%0.27%Q1 2015Q3 20167
DWDP DOWDUPONT INC770.05%0.07%0.08%Q3 2017Q1 20197
EWA ISHARES MSCI ETF770.04%0.06%0.08%Q2 2013Q4 20147
EWC ISHARES MSCI CDA IDX FD770.05%0.06%0.08%Q2 2013Q4 20147
SQ SQUARE INC520.02%0.03%0.04%Q2 2020Q1 20227
HCRSQ HI-CRUSH PARTNERS LP610.02%0.03%0.04%Q2 2013Q1 20157
SUSL ISHARES TR770.02%0.03%0.03%Q1 2022Q3 20237
EFA ISHARES TR510.02%0.02%0.04%Q3 2017Q4 20197
IWO ISHARES TR RUSSELL 2000520.01%0.02%0.03%Q2 2013Q2 20157
IXJ ISHARES TR S&P GLOBAL210.01%0.02%0.03%Q2 2013Q2 20237
FRBK REPUBLIC FIRST BANCORP...770.00%0.00%0.01%Q1 2022Q3 20237
CEW WISDOMTREE EMERGING660.04%0.89%1.48%Q2 2013Q3 20146
PWR QUANTA SVCS INC510.31%0.55%0.66%Q1 2022Q3 20236
ESV ENSCO PLC CLASS A F660.24%0.50%0.96%Q2 2013Q3 20146
B108PS ACTAVIS PLC F660.30%0.42%0.49%Q4 2013Q1 20156
MOS MOSAIC CO NEW660.05%0.42%0.86%Q2 2013Q3 20146
JBHT HUNT J B TRANS SVCS INC660.28%0.32%0.37%Q2 2022Q3 20236
ELD WISDOMTREE EMERGING ETF660.03%0.24%0.67%Q2 2013Q3 20146
XME SPDR S&P METALS & MINING660.08%0.15%0.21%Q2 2013Q3 20146
CLF CLIFFS NATURAL RES INC660.09%0.14%0.23%Q2 2013Q3 20146
TNH TERRA NITROGEN CO LP660.11%0.14%0.17%Q2 2013Q3 20146
POT POTASH CORP SASK INC F660.05%0.06%0.10%Q2 2013Q3 20146
RAI REYNOLDS AMERICAN660.02%0.04%0.04%Q2 2015Q3 20166
ESGE ISHARES INC660.01%0.03%0.04%Q2 2022Q3 20236
V VISA INC660.02%0.02%0.03%Q4 2019Q1 20216
PHDG POWERSHS SP 500 DWNSDE551.38%3.63%5.26%Q3 2014Q3 20155
RESP WISDOMTREE TRUST550.55%1.40%1.76%Q2 2014Q2 20155
IFRA ISHARES TR550.74%1.14%2.17%Q3 2022Q3 20235
JACOBS SOLUTIONS INC550.44%0.51%0.62%Q3 2022Q3 20235
NEBLQ NOBLE CORP PLC F550.01%0.29%0.99%Q1 2014Q1 20155
J JACOBS ENGR GROUP INC320.03%0.23%0.62%Q1 2021Q2 20225
FRX FOREST LABORATORIES INC550.10%0.15%0.22%Q2 2013Q2 20145
WM WASTE MGMT INC DEL320.02%0.12%0.20%Q2 2013Q1 20205
WMT WAL-MART STORES INC550.05%0.07%0.08%Q2 2015Q2 20165
DBA POWERSHS DB MULTI SECTOR550.02%0.04%0.06%Q2 2013Q2 20145
RIDE LORDSTOWN MOTORS CORP550.00%0.03%0.05%Q4 2020Q4 20215
BKNG BOOKING HOLDINGS INC410.02%0.02%0.02%Q4 2019Q1 20215
SUSC ISHARES TR550.02%0.02%0.02%Q3 2022Q3 20235
EWT ISHARES MSCI TAIWAN INDX441.53%1.56%1.61%Q2 2013Q1 20144
IDX MARKET VECTORS ETF TRUST441.06%1.23%1.50%Q2 2013Q1 20144
DLN WISDOMTREE LARGECAP DIV440.81%1.14%1.46%Q2 2013Q1 20144
SLB SCHLUMBERGER LTD F440.60%0.70%0.76%Q2 2013Q1 20144
BG BUNGE LIMITED F440.58%0.61%0.65%Q2 2013Q1 20144
NSC NORFOLK SOUTHERN CORP310.02%0.12%0.15%Q2 2013Q4 20194
ZBH ZIMMER HOLDINGS INC440.10%0.10%0.10%Q2 2013Q1 20144
AXEN ISHARES MSCI ACWI ETFXXX440.08%0.08%0.08%Q2 2013Q1 20144
VALE VALE SA ADR F440.01%0.07%0.14%Q2 2013Q1 20144
ECON EGSHARES ETF220.02%0.07%0.13%Q1 2015Q3 20164
ETN EATON CORP PLC F220.02%0.04%0.05%Q3 2015Q4 20164
SHY ISHARES TR440.03%0.03%0.03%Q4 2018Q3 20194
EQT EQT CORPORATION440.02%0.02%0.02%Q3 2019Q2 20204
4945SC KINDER MORGAN ENERGY LP440.02%0.02%0.02%Q2 2013Q1 20144
MAA MID-AMER APT CMNTYS INC440.01%0.02%0.02%Q3 2021Q2 20224
EFV ISHARES TR440.02%0.02%0.02%Q4 2022Q3 20234
CRBN ISHARES TR440.01%0.02%0.02%Q4 2022Q3 20234
ICLN ISHARES TR440.01%0.01%0.02%Q4 2022Q3 20234
WDR WADDELL & REED FINL CL A330.12%0.85%1.44%Q1 2015Q3 20153
PM PHILIP MORRIS INTL INC330.02%0.50%0.74%Q2 2013Q4 20133
EPD ENTERPRISE PRD PRTNRS LP330.27%0.29%0.29%Q3 2013Q1 20143
NUE NUCOR CORP330.17%0.18%0.18%Q2 2013Q4 20133
PEG PUB SVC ENT GROUP INC330.02%0.11%0.20%Q3 2014Q1 20153
FXC RYDEX ETF TRUST330.03%0.10%0.23%Q2 2013Q4 20133
LEG LEGGETT & PLATT INC330.07%0.08%0.09%Q3 2013Q1 20143
DGS WISDOMTREE TRUST330.03%0.03%0.04%Q1 2014Q3 20143
MO ALTRIA GROUP INC330.03%0.03%0.03%Q4 2016Q2 20173
VBK VANGUARD SMALL CAP GRWTH330.02%0.02%0.03%Q4 2013Q2 20143
DVN DEVON ENERGY CP NEW330.02%0.02%0.03%Q1 2014Q3 20143
SNOW SNOWFLAKE INC330.01%0.02%0.02%Q1 2023Q3 20233
LLY LILLY ELI & CO210.01%0.02%0.02%Q4 2022Q3 20233
DVYE ISHARES INC330.01%0.01%0.01%Q1 2023Q3 20233
EKSO EKSO BIONICS HLDGS330.01%0.01%0.01%Q2 2015Q4 20153
MARK REMARK HLDGS INC330.00%0.00%0.00%Q4 2020Q2 20213
GPS GAP INC220.97%1.12%1.27%Q4 2015Q1 20162
PGF INVESCO FINANCIAL ...220.69%0.71%0.73%Q2 2018Q3 20182
IRM IRON MOUNTAIN INC NEW220.51%0.64%0.76%Q3 2014Q4 20142
NE NOBLE CORP F220.59%0.60%0.61%Q2 2013Q3 20132
ACT ACTAVIS INC220.37%0.37%0.37%Q2 2013Q3 20132
MAT MATTEL INCORPORATED220.02%0.15%0.28%Q4 2013Q1 20142
BZF WISDOMTREE TRUST220.02%0.11%0.19%Q2 2013Q3 20132
GXP GREAT PLAINS ENERGY INC220.06%0.06%0.07%Q4 2013Q1 20142
OIH VANECK VECTORS OIL SVCS110.01%0.04%0.07%Q2 2016Q2 20172
KMB KIMBERLY-CLARK CORP220.02%0.04%0.06%Q2 2013Q3 20132
MGC VANGUARD MEG CAP ETF220.04%0.04%0.04%Q2 2013Q3 20132
ECL ECOLAB INC220.04%0.04%0.04%Q4 2019Q1 20202
HAS HASBRO INC220.03%0.03%0.03%Q2 2013Q3 20132
COST COSTCO WHSL CORP NEW220.02%0.02%0.03%Q4 2019Q1 20202
DNOW NOW INC220.02%0.02%0.03%Q2 2014Q3 20142
EPI WISDOMTREE INDIA EARNING220.02%0.02%0.02%Q2 2013Q3 20132
RIVERVIEW FINANCIAL CORP220.02%0.02%0.02%Q2 2013Q3 20132
DON WISDOMTREE MIDCAP110.01%0.02%0.02%Q2 2015Q4 20152
BHP BHP BILLITON LTD ADR F220.02%0.02%0.02%Q2 2013Q3 20132
ADP AUTOMATIC DATA PROCESS...220.02%0.02%0.02%Q4 2020Q1 20212
DTN WISDOMTREE DIVIDEND220.02%0.02%0.02%Q4 2014Q1 20152
FBT FIRST TR EXCHANGE-TRAD...110.02%0.02%0.02%Q4 2020Q2 20212
VTI VANGUARD INDEX FDS220.01%0.01%0.01%Q4 2021Q1 20222
BLACKROCK ETF TRUST II111.66%1.66%1.66%Q3 2023Q3 20231
IVE ISHARES TR110.87%0.87%0.87%Q4 2022Q4 20221
IRM IRON MOUNTAIN INC NEW110.77%0.77%0.77%Q1 2015Q1 20151
IQLT ISHARES TR110.72%0.72%0.72%Q3 2023Q3 20231
BX BLACKSTONE GROUP LP110.58%0.58%0.58%Q1 2014Q1 20141
CG CARLYLE GROUP110.57%0.57%0.57%Q1 2014Q1 20141
SVAL ISHARES TR110.30%0.30%0.30%Q4 2022Q4 20221
VGT VANGUARD WORLD FDS110.30%0.30%0.30%Q4 2022Q4 20221
F FORD MOTOR COMPANY NEW110.25%0.25%0.25%Q1 2014Q1 20141
AMLP ALPS ETF TR110.23%0.23%0.23%Q2 2020Q2 20201
SDRL SEADRILL LTD F110.23%0.23%0.23%Q1 2014Q1 20141
ADI ANALOG DEVICES INC110.20%0.20%0.20%Q4 2014Q4 20141
TXT TEXTRON INC110.20%0.20%0.20%Q3 2023Q3 20231
CA CA INC110.15%0.15%0.15%Q4 2013Q4 20131
USHY ISHARES TR110.12%0.12%0.12%Q2 2021Q2 20211
FTV FORTIVE CORP DISC 00500110.10%0.10%0.10%Q2 2018Q2 20181
DPHC DIAMONDPEAK HLDGS COR110.06%0.06%0.06%Q3 2020Q3 20201
MOO VANECK VECTORS110.04%0.04%0.04%Q2 2016Q2 20161
CRL CHARLES RIV LABS INTL INC110.03%0.03%0.03%Q4 2019Q4 20191
XLRE REAL ESTATE SELECT SCTR110.03%0.03%0.03%Q3 2016Q3 20161
ZTS ZOETIS INC110.02%0.02%0.02%Q4 2019Q4 20191
BBT BB&T CORPORATION110.02%0.02%0.02%Q3 2017Q3 20171
IJS ISHARES S&P SMALL CAP110.02%0.02%0.02%Q2 2016Q2 20161
DD DUPONT DE NEMOURS INC110.02%0.02%0.02%Q2 2019Q2 20191
ANDV ANDEAVOR110.02%0.02%0.02%Q2 2018Q2 20181
EQR EQUITY RESIDENTIAL110.02%0.02%0.02%Q1 2014Q1 20141
RIO RIO TINTO PLC SPON ADR F110.02%0.02%0.02%Q3 2013Q3 20131
GRZG GRIZZLY GOLD CORP110.00%0.00%0.00%Q4 2013Q4 20131
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The securities at the top of the list , including TECHNOLOGY SELECT SECTORSPDR ETF, SPDR S&P BANK ETF IV, and JPMORGAN CHASE & CO, are the highest-conviction holdings of Wharton Business Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Wharton Business Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wharton Business Group, LLC owns currently or has owned in the past.